MRB Partners Finds AI Not Driving GDP

Macro Research Board (MRB) Partners published a January report finding that AI was a secondary, not primary, driver of 2025 US GDP, with personal consumption remaining the main pillar and data-center contributions negligible. Economist Prajakta Bhide says heavy imports of high-tech equipment reduce AI's net GDP impact, and although an AI optimism shock could dent markets, consumer spending still underpins economic resilience.